Work examples

Salesforce work I've done.

Sanitized examples from Salesforce reporting, data hygiene, admin workflow, and documentation work. Names and sensitive org details are removed; the shape of the work is preserved for consulting conversations.

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Salesforce CRM Operations Portfolio overview thumbnail

Work examples

Three selected Salesforce projects.

Client names and sensitive org details are removed. Each example reflects Salesforce work I completed, verified, and documented.

Pipeline Target and Rollup Reporting Cleanup Salesforce case study thumbnail

REPORTING + AUTOMATION

Untangled pipeline targets and rollup reporting

Pipeline dashboards depended on target records, workbook assumptions, and divisional rollups that no longer aligned. I traced the live logic, preserved intentional business exceptions, corrected report filters and rollups, and verified the final numbers in production.

Separated target-record issues from report-filter and rollup behavior.
Preserved approved business exceptions instead of forcing a clean-looking hierarchy.
Left rollout, verification, and admin runbook artifacts behind.

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Inactive User and Ownership Cleanup Salesforce data hygiene case study thumbnail

DATA HYGIENE + ADMIN VISIBILITY

Built a cleanup dashboard for stale ownership

Open opportunities were tied to inactive users or missing key assignments. I repaired broken report logic, rebuilt the dashboard around actionable exception counts, and used reversible update files to clean only the safe records.

Repaired report logic that looked valid in metadata but failed at runtime.
Separated safe update candidates from rows needing human review.
Kept backup, rollback, runtime checklist, and dashboard artifacts separate.

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Guided Salesforce User Provisioning Flow case study thumbnail

ADMIN GOVERNANCE + USER SETUP

Created a safer Salesforce user setup path

Admins needed a clearer way to create users from employee and training data. I built guided flows that surfaced only ready records, blocked incomplete data, avoided duplicate links, and documented the process for future admins.

Made ready, blocked, not-eligible, and already-linked states explicit.
Kept incomplete source data out of the user-creation path.
Verified active Screen Flow versions and Admin Console wiring.

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Use these to scope the conversation.

Each example is sanitized, but gives us a concrete place to talk about how I approach Salesforce work, what I verified, and what I documented.

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